Aspiriant LLC’s TCW Transform 500 ETF VOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44M | Buy |
102,247
+8,704
| +9% | +$633K | 0.24% | 49 |
|
|
2025
Q1 | $6.12M | Buy |
93,543
+9,408
| +11% | +$615K | 0.21% | 52 |
|
|
2024
Q4 | $5.79M | Buy |
84,135
+23,642
| +39% | +$1.63M | 0.21% | 53 |
|
|
2024
Q3 | $4.06M | Buy |
60,493
+41,177
| +213% | +$2.76M | 0.15% | 59 |
|
|
2024
Q2 | $1.23M | Hold |
19,316
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $1.18M | Hold |
19,316
| – | – | 0.05% | 135 |
|
|
2023
Q4 | $1.07M | Hold |
19,316
| – | – | 0.05% | 141 |
|
|
2023
Q3 | $963K | Hold |
19,316
| – | – | 0.05% | 137 |
|
|
2023
Q2 | $997K | Hold |
19,316
| – | – | 0.05% | 133 |
|
|
2023
Q1 | $919K | Hold |
19,316
| – | – | 0.05% | 137 |
|
|
2022
Q4 | $854K | Hold |
19,316
| – | – | 0.04% | 140 |
|
|
2022
Q3 | $803K | Hold |
19,316
| – | – | 0.04% | 133 |
|
|
2022
Q2 | $845K | Hold |
19,316
| – | – | 0.04% | 132 |
|
|
2022
Q1 | $1.02M | Hold |
19,316
| – | – | 0.06% | 128 |
|
|
2021
Q4 | $1.08M | Hold |
19,316
| – | – | 0.06% | 127 |
|
|
2021
Q3 | $984K | Buy |
+19,316
| New | +$984K | 0.06% | 120 |
|